Tools to strengthen your firm’s brand for growth and success
Branding your firm in 2025 goes well beyond a logo and website. It’s an opportunity for you to make the case for why your firm is the obvious choice to your current and prospective clients. A strong brand builds trust, attracts the right clients, and sets you apart. But even the best client advisory services (CAS) practice may struggle to grow if the messaging and branding are unclear.
Explore how these branding and marketing resources are helping top CAS practices develop their brand and join us on March 20 for a free CPE webinar focused on “How to Market, Message and Scale Your Practice.”
Top highlights
How to scale FP&A advisory services
Explore how three firms transformed their financial planning & analysis (FP&A) advisory services using Jirav 's Business Insights Optimization System (BIOS) framework. Zebulon LLC , Adviza Growth Partners , and Creative Planning Business Services share their strategies for niche focus, standardization and automation to build high-margin, scalable FP&A practices and move beyond ad-hoc advisory work.
Unlocking CAS Success
In the latest #DigitalCPA Podcast, host Kalil Merhib is joined by CPA.com’s Kimberly Blascoe, CPA and GreerWalker CPAs and Advisors ’s Beth Allen to discuss key trends in pricing, profitability and technology adoption.
AICPA Town Hall: Top growth in firms
Erik Asgeirsson , Daniel Hood and Lisa Simpson discuss key insights from the just released Accounting Today Top 100 firms report, including a continued trend of CAS growth.
Cracking the CAS code
CPA.com's Amy L. Bridges , joins this Maryland Association of CPAs (MACPA) podcast to unpack findings from the latest CPA.com CAS Benchmark Survey.
How tech and automation are shaping CAS growth
CPA.com's Kim Blascoe, CPA, and BILL 's Richard Corn discuss how AI, automation and business insights help firms deliver greater value.
More resources
For more tools and insights to help you build, scale and grow your CAS practice, visit CPA.com’s CAS resource library.
Upcoming webinars
Check out these upcoming learning opportunities.
Explore CAS 2.0 Practice Transformation Coaching for your firm
In the recent CPA.com CAS Benchmark Survey report, respondents reported a projected 99% growth over the next three years in the CAS practice area. Accelerate your path to CAS practice transformation and success with CPA.com’s CAS 2.0 Practice Transformation Coaching Program. The hands-on 18-month journey guides practice leaders through seven strategic themes by way of 1:1 coaching sessions, group roundtables, workshops, and more.
Full Stack VP Marketing | Expert Brand, Demand Gen & RevOps | 10x Growth for Fintech, Martech & Startups
1 周#Growth is something that a lot of CPA firms are cautious about. Client service is more comfortable for a lot of partners and marketing feels like it might be either voodoo or a risky way to hurt your EBITDA margins. But in today's digital-first world, if you're not growing your practice, you could be losing clients to the next big self-service tool to come out of the fintech ecosystem, or losing ground to that hot-shot firm with 200+ partners trying to M&A their way to the top. Thoughtful takes here from CPA.com and the AICPA on how to use client service and technology to power growth without having to unlearn everything that's made your firm the success that it is. Good stuff, team! cc: Kimberly Blascoe, Kalil Merhib, Matt Elwell, Jessica Clemons, Ashley Doyen, Corey Falkin
Chartered Accountant at G.Satapathy and Company, Chartered Accountants
1 周Thanks for sharing